Exciting opportunity for a Financial Services Administrator / IFA Administrator based in Exeter city centre, some travel to my clients Plymouth office will be required. Reporting to the Head of Financial Planning, this role is to support the financial planners both in terms of new business and offering a high level of ongoing service.

The main duties of this role include -

To support the financial planners to meet business targets

To act as day-to-day point of contact for client service to resolve administrative issues

To manage financial planner’s diaries by booking meetings

To help financial planners prepare for meetings

To assist Paraplanners to conduct product and investment research, to wrote suitability letters to confirm advice

To help ensure files are compliant and complete

To process new business and track to completion

To write letters to clients and providers as appropriate

To provide a high level of service to clients, including regular valuations

To perform general office administrative tasks, such as handling post, emails

To maintain and update back office systems, including Wrap platforms

To help organise events and seminars

To perform other ad-hoc task in the office as required

The requirements for this role -

Previous experience of working in an IFA admin support role for an IFA practice.

A high level of organisational ability, combined with a keen eye of detail

The ability to prioritise tasks and handle large amounts of paperwork efficiently

A self-starter, with the ability to organise themselves without close supervision, but able to work as part of a team, particularly with the financial planner.

As some travel is involved to my clients Plymouth office a driving licence and car are essential! Please get in touch with Jayne at Cathedral Appointments for further details if you feel you match the essential criteria for this role!